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Decisiontreeadvisor alternatives & similar sites

Financial Planning | Decision Tree Advisor | Houston — 18 websites ranked by shared content topics, category and on-page relevance.

Each result shows its full tech stack, contacts and AI-policy — not just a name · Browse all sites in Financial Planning →

Domain	Match	Title	Country/Lang	Category	AI files	Contact	AI-protection
ig.ca ↗	70 match shared topic	Financial Planning & Advisor Services \| IG Wealth Management	Canada en	financial-planning Adobe Experience Manager	robotsllmsaihumans	emailphone	none
creativeplanning.com ↗	70 match shared topic	Wealth Management \| Financial Planning Advisors \| Creative Planning	en	financial-planning WordPress	robots llmsaihumans	email phone	none
financial-planning.com ↗	70 match shared topic	Financial Planning \| News & Insights for Financial Advisors \| Financial Planning	en	financial-planning	robotsllmsaihumans	emailphone	none
epwealth.com ↗	70 match shared topic	Financial Advisors, Tax and Estate Planning \| EP Wealth Advisors	en	financial-planning HubSpot	robotsllmsaihumans	emailphone	none
wjohnsonassociates.com ↗	70 match shared topic	Willis Johnson Wealth \| Financial Advisor Houston	United States~ en	financial-planning HubSpot	robotsllmsaihumans	email phone	partial · 8
beaconpointe.com ↗	70 match shared topic	Financial Advisor \| Beacon Pointe Investment Advisory Services, Financial Planning, Wealth Management, Retirement Plan Services - Financial Services	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
accessfinancialplanning.com ↗	65 match shared topic	Fee-Only Financial Planning \| Andover, Massachusetts	en	financial-planning WordPress WooCommerce	robotsllmsaihumans	emailphone	none
edelmanfinancialengines.com ↗	65 match shared topic	Financial Advisors \| Edelman Financial Engines	en	financial-planning Adobe Experience Manager	robotsllmsaihumans	emailphone	none
rightcapital.com ↗	65 match shared topic	RightCapital \| Financial planning software done right	en	financial-planning	robotsllmsaihumans	emailphone	none
xyplanningnetwork.com ↗	65 match shared topic	Fee-Only Financial Planning Made Possible with XYPN	en	financial-planning HubSpot	robotsllmsaihumans	emailphone	none
financialplanningassociation.org ↗	65 match shared topic	Your Partner in Planning™ \| Financial Planning Association	en	financial-planning Drupal	robotsllmsaihumans	emailphone	partial · 8
thinkadvisor.com ↗	65 match shared topic	Investment News & Analysis for Financial Advisors \| ThinkAdvisor	en	financial-planning	robotsllmsaihumans	emailphone	none
unbiased.com ↗	65 match shared topic	Unbiased US - make more confident financial decisions - unbiased.com	en	financial-planning	robotsllmsaihumans	emailphone	none
captrust.com ↗	65 match shared topic	CAPTRUST \| Financial Advice From Advisors You Can Trust	en	financial-planning WordPress WooCommerce	robotsllmsaihumans	emailphone	none
onefpa.org ↗	65 match shared topic	Your Partner in Planning™ \| Financial Planning Association	en	financial-planning Drupal	robotsllmsaihumans	emailphone	none
kitces.com ↗	65 match shared topic	Kitces.com - Advancing Knowledge in Financial Planning	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
simplicitywealth.com ↗	65 match shared topic	Simplicity Wealth \| Personalized Financial Planning Experts	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
mattioliwoods.com ↗	65 match shared topic	Mattioli Woods: Pensions, Investments & Financial Planning	en	financial-planning WordPress	robots llmsaihumans	emailphone	none

How the match score works

Each match is a 0–100 similarity score — the higher it is, the more two sites resemble one another. It’s computed automatically from our own crawl data (never from what a site says about itself) by combining several independent signals, so a high score means several of them point the same way:

shared topics how many of the same fine‑grained content topics (IAB sub‑categories) both sites cover — the main signal.
same category whether they sit in the same business / industry category.
content & title how closely their titles and page descriptions line up in wording and meaning.

No single signal decides the result — they’re blended together. Treat the score as a way to rank candidates rather than an absolute percentage; the chips on each result show which signals contributed.